What's New in Panoply - Version 2.186

Created by Akhil M.P, Modified on Tue, 31 Dec, 2019 at 11:22 AM by Akhil M.P

S.No	Change	Audience
1	Functionality enhancement of Cross Selling Enquiry	Sales
2	Install Base screen performance enhancement	Service
3	Reject Reason for Delivery Note/Customer Invoice	P&L
4	View Only Access – to view the status of order and all parts for tracking the order	P&L
5	Requested by and Authorized by introduced for any part going to Inventory	P&L
6	Report for aiding logistics Consolidation	P&L

1. Functionality Enhancement of Cross Selling Enquiry :- When a cross selling enquiry is disqualified now it lists in the queue of respective enquiry category Sales Manager for further action which could be re-qualify.

2. Install Base screen performance enhancement :- Install Base screen will be displayed blank by default. However user may retrieve the necessary information through explicitly search.

3. Reject Reason for Delivery Note/Customer Invoice:- Reject reason in-case of any rejection of Delivery note/Customer Invoice by accounts was captured, this is now being sent in the auto-mail.

4. View Only Access – to view the status of order and all parts for tracking the order:- View Only Access has been created. The purpose is to enable such users to view the basic details of the order and all parts required for tracking the order. The access can be given Sales Channel wise (Equipment, Small Equipment, CSD, SSD).

Such users will have access to only 2 tabs in Pre Purchase-> IO Management, which is Order details & PL Items.

PL Items displays very specific fields such as Item status, PO, Shipment, Delivery & Invoice details.

5. Requested by and Authorized by introduced for any part going to Inventory:- New fields ‘Requested by’, ‘Authorized by’ have been introduced for any part going to Inventory. Part goes into inventory when there is New Stock part procured or when is transferred from Customer Order.

New Stock procurement – Done using screens Order form or Add Part

Transferred from Order – Done using RMA screen

All the above screens, are now mandated to input Requested & Authorized by field. This will be captured against part in Inventory. It is displayed in Stock available screen and pivot.

6. Report for aiding logistics Consolidation:- This is a report for aiding Logistics consolidation. It is sent as an auto-mail twice in a day. This gives a consolidated value of parts grouped by specific product line for which PO has not been placed. This is for supplier Agilent IDO for different regions.